Stock Movers Alphabet Surges, Dollar Tree sink, Campbell's Rise After Earnings Beat
Sep 3, 2025
A recent antitrust ruling has sent Alphabet’s stock soaring, as fears of a forced breakup diminish. In contrast, Dollar Tree struggles with stagnant profits despite raising its annual outlook. Meanwhile, Campbell's shares have risen after a strong earnings report, driven by the success of Milano cookies. The podcast dives into these market movements and their implications for investors, offering insights into current stock performance and broader economic trends.
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Gen AI Shifted Google's Antitrust Outcome
- Judge Amit Mehta's ruling found Gen AI developments changed the antitrust case's course against Google.
- The decision let Alphabet avoid a forced sale of Chrome while still imposing data-sharing and contract changes.
Ruling Drove Massive Founder Paper Gains
- Alphabet's stock surge translated into massive paper gains for its founders on the ruling day.
- Larry Page and Sergey Brin each saw roughly $15 billion added on paper after the market reacted.
One-Time Effects Masking Dollar Tree Momentum
- Dollar Tree beat EPS but the result included a one-time 20 cent benefit from inventory/tariff timing.
- Management expects that benefit to reverse in Q3 and comp guidance implies deceleration in the back half of the year.